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Core Training

Mar 3, 2023 10:14:02 AM

Prerequisites: Introduction to Process Director
Approximate Length: 5.5 Hours


This course provides the basic knowledge needed for implementers to create a simple Process Director application. This course describes how to use forms, Process Timelines, and Business Rules to construct an application, and how to use Knowledge Views to extract data from, and report on, the application's usage. This course gives implementers who are not programmers the foundation they need to build BPM applications.

Acquired Skills

  • Create and design a form, using the Online Form Designer.
  • Use Process Director to configure Form fields, events, and conditions for a Form definition.
  • Correctly create and configure a Process Timeline and Process Timeline activities to model a simple process.
  • Create and configure Business Rule to return a desired value.
  • Create and configure a Knowledge View to return a set of objects that matches a desired set of conditions.

Designed For

  • Implementers
  • Implementation Managers
  • System Administrators

Topics Covered

Process Director User Interface
  • User Interface
  • Content List
  • What is a Form Definition?
  • Form Characteristics
  • Controls
  • Create a Form
  • Control Toolbar
  • Adding a Control to a Form
  • Saving the form
  • Building a Sample Form
Process Timelines
  • What is a Process Timeline?
  • Create a Process Timeline
  • Timeline Activities
  • Constraints
  • Forms and Process Timelines
  • Interoperability
  • Parent and Child Activities
Business Rules
  • Introduction to Business Rules
  • Configuring Business Rules
  • Applying Business Rules to Forms and Process Timelines
Knowledge Views
  • Introduction to Knowledge Views
  • Creating and configuring Knowledge Views
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

Training Courses

BP Logix offers an extensive array of training courses that cover nearly every aspect of Process Director operations.

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Training Portal

Customers with learner accounts can log into the training portal to access their courses.

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Have more questions? Need help?

Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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